Dow Inc., through its subsidiaries, engages in the provision of various materials science solutions for packaging, infrastructure, mobility, and consumer applications in the United States, Canada, Europe, the Middle East, Africa, India, the Asia Pacific, and Latin America. The company operates through Packaging & Specialty Plastics, Industrial Intermediates & Infrastructure, and Performance Materials & Coatings segments. The Packaging & Specialty Plastics segment provides ethylene, and propylene and aromatics products; and polyethylene, polyolefin elastomers, ethylene vinyl acetate, and ethylene propylene diene monomer rubbers for mobility and transportation, consumer, wire and cable, and construction end-markets. The Industrial Intermediates & Infrastructure segment offers purified ethylene, ethylene and ethanol amines, propylene glycol and polyether polyols, aromatic isocyanates and coatings, adhesives, sealants, elastomers, and composites. This segment also provides caustic soda, and ethylene dichloride and vinyl chloride monomers; and cellulose ethers, redispersible latex powders, and acrylic emulsions. The Performance Materials and Coatings segment provides architectural paints and coatings, and industrial coatings that are used in maintenance and protective industries, wood, metal packaging, traffic markings, thermal paper, and leather; and silicon metal, siloxanes, and intermediates used as key materials in manufacturing differentiated downstream silicone products. It also engages in property and casualty insurance, as well as reinsurance business. Dow Inc. was incorporated in 2018 and is headquartered in Midland, Michigan.

Dow Inc.

Сильный индекс, без изменений. Быки в растерянности.

Strong index, flat. The bulls are confused.

Сильный индекс, без изменений. Рынок на стороне быков.

Strong index, flat. The market is on the bulls' side.

Слабый индекс, значительно упал. Увеличился отток средств из лонгов.

Weak index, significantly down. The outflow of funds from longs has increased.

Fintel reports that on October 19, 2026, B of A Securities upgraded their outlook for Dow (NYSE:DOW) (XTRA:2OY) from Underperform to Neutral. This rating action follows a prior action by B of A Securities on June 30, 2026, when the firm maintained its Underperform rating on the stock.
Other analyst firms have also recently updated their coverage of the company. On October 13, 2026, Barclays initiated coverage on Dow with an Underweight rating. Prior to that, Mizuho maintained its Neutral rating on October 1, 2026. On September 30, 2026, RBC Capital maintained its Sector Perform rating, while Citigroup downgraded the stock from Buy to Neutral. UBS also maintained its Neutral rating on September 25, 2026.
In terms of market performance, Dow's latest close on October 19, 2026, was $30.08, following a pre-action close of $29.93 on October 16, 2026. The stock has experienced a one-week price change of +6.99% from a baseline close of $28.12 on October 12, 2026, and a one-month price change of +4.72% from a baseline close of $28.73 on September 18, 2026.
The company is scheduled to report its upcoming earnings on October 22, 2026, before the market opens. During its latest earnings report on July 23, 2026, Dow reported an actual EPS of 1.44, which exceeded the estimated EPS of 1.2907, representing a surprise of +11.57%. The company's actual revenue for that quarter was $12,092,000,000.00, compared to the estimated revenue of $12,152,760,208.00.
As of October 2, 2026, the current consensus target mean for Dow was $35.04, with a median target of $33.66. This mean target represents an implied change of +16.48%. The prior consensus target mean was $36.13 as of September 15, 2026, showing a consensus target revision of -3.00%. In the recommendation period of September 1, 2026, the aggregate analyst recommendations consisted of 4 strong buy, 7 buy, 11 hold, 2 sell, and 0 strong sell ratings. This breakdown represents 45.8% positive, 45.8% hold, and 8.3% negative recommendations, which is identical to the prior recommendation period of August 1, 2026.
Dow Inc., based in the United States, is a leading entity within the chemical industry, particularly recognized for its diversified chemical manufacturing. The company operates across a variety of sectors including packaging, infrastructure, consumer care, and electronics. Dow focuses on sustainability and innovative solutions, aligning its projects towards achieving enhanced material science capabilities with environmental consciousness, including the development of renewable products, reducing carbon footprints, and advancing recycling technologies.
Recent analyst actions
Recent analyst upgrades, downgrades, initiations, and maintained ratings
Date
Analyst
Prior
Latest recommendation
Action
October 13, 2026
Barclays
Underweight
initiated coverage
October 1, 2026
Mizuho
Neutral
Neutral
maintained
September 30, 2026
Citigroup
Buy
Neutral
downgrade
September 25, 2026
UBS
Neutral
Neutral
maintained
Fintel is one of the most comprehensive investing research platforms available to individual investors, traders, financial advisors, and small hedge funds.
Our data covers the world, and includes fundamentals, analyst reports, ownership data and fund sentiment, options sentiment, insider trading, options flow, unusual options trades, and much more. Additionally, our exclusive stock picks are powered by advanced, backtested quantitative models for improved profits.
This story originally appeared on Fintel.

B of A Securities Upgrades Dow to Neutral from Underperform

The NASDAQ 100 After Hours Indicator is up 60.57 to 30,469.07. The total After hours volume is currently 230,327,767 shares traded.
The following are the most active stocks for the after hours session:
NVIDIA Corporation (NVDA) is +0.31 at $228.69, with 12,851,930 shares traded. As reported by Zacks, the current mean recommendation for NVDA is in the "buy range".
Exelon Corporation (EXC) is unchanged at $40.40, with 6,232,092 shares traded., following a 52-week high recorded in today's regular session.
AT&T Inc. (T) is +0.049 at $24.45, with 6,083,108 shares traded. As reported by Zacks, the current mean recommendation for T is in the "buy range".
Warner Bros. Discovery, Inc. (WBD) is -0.01 at $30.94, with 5,211,459 shares traded. WBD's current last sale is 99.81% of the target price of $31.
Apple Inc. (AAPL) is +0.24 at $333.26, with 4,646,189 shares traded. AAPL's current last sale is 99.48% of the target price of $335.
Amazon.com, Inc. (AMZN) is +0.3 at $249.45, with 4,144,296 shares traded. As reported by Zacks, the current mean recommendation for AMZN is in the "buy range".
Alphabet Inc. (GOOGL) is +4.9201 at $349.00, with 4,095,616 shares traded. As reported by Zacks, the current mean recommendation for GOOGL is in the "buy range".
AH Realty Trust, Inc. (AHRT) is +0.01 at $6.11, with 3,019,629 shares traded. AHRT's current last sale is 81.47% of the target price of $7.5.
Bank of America Corporation (BAC) is +0.0555 at $54.49, with 2,985,949 shares traded. As reported by Zacks, the current mean recommendation for BAC is in the "buy range".
Dow Inc. (DOW) is -0.2346 at $27.31, with 2,679,169 shares traded. DOW's current last sale is 78.02% of the target price of $35.
Ford Motor Company (F) is -0.008 at $12.05, with 2,666,766 shares traded. F's current last sale is 80.35% of the target price of $15.
PG&E Corp (PCG) is -0.03 at $12.22, with 2,562,596 shares traded., following a 52-week high recorded in today's regular session.

After Hours Most Active for Sep 30, 2026 : NVDA, EXC, T, WBD, AAPL, AMZN, GOOGL, AHRT, BAC, DOW, F, PCG

Key Points
X-Energy and GE Vernova both develop small modular nuclear reactors.
GE Vernova is an established industrial giant with a massive $176 billion backlog.
X-Energy went public earlier this year and has major deals with Dow and Amazon.
Growing power demands from artificial intelligence (AI) data centers have thrust energy stocks into the spotlight. Once a sleepy corner of the market known for its modest growth, energy has become a top focus for technology companies, creating opportunities for investors.
Data center operators are rushing to secure power wherever they can, a powerful tailwind for GE Vernova's (NYSE: GEV) gas turbine equipment. But in the longer term, hyperscalers are looking toward nuclear energy and advanced small modular reactors (SMRs).
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X-Energy (NASDAQ: XE), which made its initial public offering (IPO) in April, and GE Vernova both develop SMRs, which promise to make nuclear energy modular, scalable, and safer than traditional large nuclear power plants.
With GE Vernova as a more mature megacap industrial leader, investors may be wondering whether X-Energy offers more upside from here. Let's compare the two companies to find out.
GE Vernova and X-Energy both develop small modular nuclear reactors
GE Vernova is seeing incredible demand for its gas-powered turbines from utilities and data center operators. Fueled by natural gas, these turbines are seen as a bridge power solution for companies looking to meet their energy needs today. At the end of the second quarter, GE Vernova has 116 gigawatts (GW) of capacity under contract and a $176 billion backlog.
Gas turbines have driven much of GE Vernova's recent growth. But the company offers power solutions beyond gas, including a light-water small modular reactor (SMR), the BWRX-300, which its subsidiary manufactures in partnership with Hitachi. Its SMR is a boiling-water nuclear reactor that uses low-enriched uranium (LEU), which is commonly used in traditional reactors.
X-Energy is developing its own SMR, the Xe-100, which uses helium gas for cooling instead of water. By using helium gas, the Xe-100 can reach temperatures up to 750 degrees celcius, making it useful for industrial processes such as hydrogen production, chemical manufacturing, and desalination. In addition, the Xe-100 uses tri-structural isotropic (TRISO) pebbles for fuel, which have been called "the most robust nuclear fuel on Earth" by the U.S. Department of Energy.
Which stock is right for you?
GE Vernova and X-Energy are both working on SMR nuclear technology, but they are at very different stages in their lifecycles.
GE Vernova is a mature industrial leader with a massive global reach and a market capitalization of $250 billion. For more conservative investors seeking exposure to a company that can meet AI power demands today and still offer upside from its nuclear technology in the 2030s, GE Vernova is the better buy.
X-Energy is still in its very early stages. It aims to complete construction and installation at its TX-1 fuel facility next year and begin commercial fuel fabrication by 2028. The nuclear company is also targeting the 2030s for deploying its Xe-100 SMRs to customers such as Dow Chemical and Amazon.
For these reasons, X-Energy is a highly speculative, volatile small-cap stock with more to prove over the next few years. But it also offers more explosive upside potential if it succeeds.
Should you buy stock in X-Energy right now?
Before you buy stock in X-Energy, consider this:
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Courtney Carlsen has positions in GE Vernova. The Motley Fool has positions in and recommends Amazon and GE Vernova. The Motley Fool recommends Hitachi. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

X-Energy vs. GE Vernova: Is the New IPO the Better Buy?

Dow Inc. (DOW) closed at $28.65 in the latest trading session, marking a +1.6% move from the prior day. The stock outperformed the S&P 500, which registered a daily loss of 0.76%. Elsewhere, the Dow saw a downswing of 0.68%, while the tech-heavy Nasdaq depreciated by 1.13%.
Heading into today, shares of the materials science had lost 6.5% over the past month, lagging the Basic Materials sector's loss of 5.25% and the S&P 500's gain of 1.26%.
The investment community will be closely monitoring the performance of Dow Inc. in its forthcoming earnings report. The company is scheduled to release its earnings on October 22, 2026. The company is expected to report EPS of $0.7, up 468.42% from the prior-year quarter. Simultaneously, our latest consensus estimate expects the revenue to be $11.3 billion, showing a 13.28% escalation compared to the year-ago quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $2.34 per share and revenue of $43.37 billion. These totals would mark changes of +348.94% and +8.52%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for Dow Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 6.69% downward. Dow Inc. is holding a Zacks Rank of #3 (Hold) right now.
Looking at valuation, Dow Inc. is presently trading at a Forward P/E ratio of 12.05. This denotes a discount relative to the industry average Forward P/E of 16.75.
Meanwhile, DOW's PEG ratio is currently 0.4. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The average PEG ratio for the Chemical - Diversified industry stood at 1.21 at the close of the market yesterday.
The Chemical - Diversified industry is part of the Basic Materials sector. Currently, this industry holds a Zacks Industry Rank of 157, positioning it in the bottom 37% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Zacks' Research Chief Names "Stock Most Likely to Double"
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This article originally published on Zacks Investment Research (zacks.com).

Dow Inc. (DOW) Rises As Market Takes a Dip: Key Facts

Dow Inc.’s DOW shares have gained 29.9% so far this year. The company has also outperformed the Zacks Chemicals Diversified industry’s 22% rise over the same time frame.
DOW has been gaining from its cost-reduction and productivity improvement efforts, strategic expansion in high-growth markets and feedstock advantages in the Americas, even as it navigates a challenging macroeconomic environment.
Let’s take a look into the factors that are driving DOW stock.
DOW Gains on High-Return Projects & Self-Help Actions
Dow benefits from its differentiated portfolio and advantaged feedstock positions in the Americas. It remains focused on investing in attractive areas. Its broad portfolio, significant low-cost feedstock positions, global footprint and market reach place it in an advantageous position against competitors. While Dow faces headwinds from heightened macroeconomic and geopolitical uncertainties, it remains focused on growth actions in attractive end markets and executing high-return incremental growth projects in cost-advantaged regions.
Recent alkoxylation investments are contributing to growth in the Industrial Solutions business. The company is also expanding specialty silicones capabilities for mobility, electronics and healthcare, while increasing its emphasis on higher-value downstream applications. Dow has completed the shutdown of its higher-cost Barry, U.K., upstream siloxanes unit, shifting its silicones mix by more than 25% toward more stable and higher-margin businesses while maintaining value-chain integration.
The Barry action is expected to provide about $60 million of EBITDA uplift in the second half of 2026. Dow also restarted its lowest-cost and most flexible European cracker in Terneuzen and remains on track to shut the Bohlen cracker by year-end 2027, actions aimed at improving its cost-curve position and regional flexibility. The Alberta project continues to progress on its revised timeline, with roughly 60% of capital expenditures already spent, most critical labor contracts awarded and incentives intact.
Dow continues to emphasize cost and operational discipline through restructuring, productivity and process simplification. The company materially completed its $1 billion 2025 cost program and delivered more than $300 million of in-period self-help benefits in the second quarter of 2026. It now expects more than $1.3 billion of total self-help benefits in 2026. DOW has launched the “Transform to Outperform” initiative to improve productivity, reduce complexity, streamline its end-to-end processes and enable improved returns. The initiative is expected to contribute about $700 million in 2026.
Dow Inc. Price and Consensus
DOW’s Zacks Rank & Key Picks
DOW currently carries a Zacks Rank #3 (Hold).
Better-ranked stocks in the Basic Materials space are Worthington Steel, Inc. WS, Carpenter Technology Corporation CRS and Avient Corporation AVNT. WS currently carries a Zacks Rank #1 (Strong Buy), while CRS and AVNT carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for WS’s current-year earnings stands at $3.4 per share, implying a 52.5% year-over-year increase. The Zacks Consensus Estimate for WS’s current-year earnings has moved up 25.9% over the past 60 days.
The Zacks Consensus Estimate for CRS’s current fiscal-year earnings is pegged at $13.28 per share, implying a 23.4% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in all of the trailing four quarters, with the average surprise being 8.4%.
The Zacks Consensus Estimate for AVNT’s current-year earnings is pegged at $3.2 per share, indicating a 13.5% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in all of the trailing four quarters, with the average surprise being 3.4%.
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This article originally published on Zacks Investment Research (zacks.com).

DOW's Shares Rally 30% YTD: What's Driving the Momentum?

Key Points
Nuclear power is moving from ambitious plans to real projects.
Existing reactors remain the fastest path to more nuclear generation.
Small modular reactors (SMRs) are finally advancing into actual construction.
The nuclear energy boom is no longer just about promises. As the third quarter draws to a close and we look ahead to the fourth quarter of 2026, retired nuclear plants are moving toward restarts, small modular reactors are entering construction, and billions of dollars are flowing into the domestic nuclear fuel supply chain.
But here's something you must understand: The U.S. still gets nearly all its nuclear electricity from the existing reactor fleet. So while advanced nuclear companies receive most of the attention, the fastest way to increase nuclear generation is to keep existing reactors running, increase their output, and restart plants that were previously shut down.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Old nuclear is becoming valuable again
The U.S. Department of Energy (DOE) wants to add 2.5 gigawatts of nuclear capacity by 2027 and 5 gigawatts by 2029 through reactor uprates, restarts, efficiency improvements, and extending the lives of existing plants. And we're already seeing that strategy play out.
Nuclear energy company Holtec is working to restart the 800-megawatt Palisades nuclear plant in Michigan with support from a $1.52 billion DOE loan. If successful, Palisades would become the first retired U.S. commercial nuclear plant to return to service after being decommissioned.
Constellation Energy (NASDAQ: CEG) is also working toward restarting Pennsylvania's 835-megawatt Crane Clean Energy Center (formerly part of Three Mile Island), backed by a $1 billion federal loan.
Small modular reactors are finally being built
While retired plants get a new lease on life, the more unique long-term opportunity remains advanced nuclear power, particularly because development is underway.
Ontario Power Generation began construction of the first of four GE Vernova (NYSE: GEV) Hitachi small modular reactors at Canada's Darlington nuclear site in 2025. Construction of the first unit is underway, while BWX Technologies (NYSE: BWXT) is manufacturing its reactor pressure vessel.
If everything stays on schedule, construction of the first 300-megawatt reactor is expected to be completed by the end of 2029, with commercial operation targeted by the end of 2030, potentially making it the first commercial SMR operating in the Western world.
Indeed, the economics are worth watching. The first unit is expected to cost about $5.5 billion, while all four are projected to cost $15 billion as efficiencies from repeated construction bring costs down. That's exactly what SMR developers have been promising for years: Build the same reactor repeatedly, and costs should fall.
Advanced reactors are moving beyond PowerPoint
There's progress elsewhere, too. Oklo (NYSE: OKLO) announced in August that its Groves Test Reactor in Texas achieved a major operational milestone less than a year after groundbreaking, successfully demonstrating a sustained nuclear chain reaction for the first time.
TerraPower received a Nuclear Regulatory Commission (NRC) construction permit for its Natrium reactor in Wyoming in March and broke ground the following month. Meanwhile, NuScale Power (NYSE: SMR) has an NRC-approved uprated SMR design, while newly public X-energy (NASDAQ: XE) is advancing its Xe-100 reactor with customers including Amazon (NASDAQ: AMZN) and Dow (NYSE: DOW).
X-energy says its potential project pipeline includes 144 reactors representing about 11.5 gigawatts, assuming customers exercise their contingent rights in full. That's meaningful progress. But potential projects aren't operating reactors, and you shouldn't treat them as guaranteed revenue.
AI is accelerating nuclear development
Artificial intelligence (AI) has become one of the biggest catalysts for nuclear power's resurgence. Data centers need enormous quantities of reliable electricity, and nuclear plants can provide power around the clock. But AI is also beginning to influence how reactors are developed.
X-energy recently joined Idaho National Laboratory, Nvidia (NASDAQ: NVDA), and Amazon Web Services in Project Prometheus, a three-year initiative using AI to accelerate reactor engineering, licensing, manufacturing, and deployment. If these tools can shorten development timelines, AI could help nuclear companies on both sides of the equation by creating electricity demand while lowering the time and cost required to build reactors.
Fuel may be the overlooked opportunity
Building reactors doesn't matter if there's no fuel available to run them. That's why the DOE awarded $2.7 billion in orders to expand domestic uranium enrichment capabilities, including production of low-enriched uranium and high-assay low-enriched uranium, or HALEU. That creates opportunities beyond reactor developers, including uranium miners, enrichment companies, fuel manufacturers, and nuclear-component suppliers.
Make no mistake: The nuclear boom is real. But commercialization is what matters.
Companies such as Constellation already generate electricity and cash flow. Suppliers such as BWX Technologies can benefit as construction expands. Companies like Oklo, NuScale, and X-energy potentially offer much greater upside, but they also carry much greater risk. Licensing delays, construction cost overruns, fuel shortages, financing requirements, and dilution also remain very real concerns.
Still, the nuclear renaissance has finally moved beyond PowerPoint presentations. Now we just have to figure out which companies can turn that momentum into profits. And we'll definitely get more clarity on that in the next few quarters.
Should you buy stock in GE Vernova right now?
Before you buy stock in GE Vernova, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and GE Vernova wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $437,097!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,355,077!*
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*Stock Advisor returns as of September 2, 2026.
Jeff Siegel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, BWX Technologies, Constellation Energy, GE Vernova, and Nvidia. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.

The Nuclear Energy Boom: Where the Industry Really Stands Heading Into Q4 2026

Key Points
X-Energy is using AI to accelerate nuclear reactor development.
Amazon, Dow Inc., and Centrica could anchor early reactor deployments.
Commercial execution remains the biggest risk for X-Energy investors.
X-Energy (NASDAQ: XE) has only been public since April, but it's already strategically placed at the intersection of two of the biggest investment themes in the market: artificial intelligence and nuclear power. In July, the company became a founding member of Project Prometheus, an initiative led by Idaho National Laboratory, Nvidia (NASDAQ: NVDA), and Amazon (NASDAQ: AMZN). The program received $60 million through the Department of Energy, while X-Energy is contributing $10 million of its own capital along with proprietary reactor and nuclear fuel data.
The goal is to integrate advanced AI models into everything from reactor design and regulatory documentation to manufacturing, construction, fuel fabrication, and eventually semi-autonomous operations. For a nuclear company, that's potentially a big deal.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nuclear's biggest problem isn't demand
X-Energy's primary reactor is the Xe-100, an 80-megawatt small modular reactor. And the company already has serious customers.
Dow Inc. (NYSE: DOW) is working with X-Energy on a four-reactor project at its Seadrift manufacturing site in Texas. Amazon is backing another project with Energy Northwest and has an agreement with X-Energy that could ultimately support more than 5 gigawatts by 2039. And British energy giant Centrica is working with X-Energy on potential projects in the U.K.
Altogether, X-Energy says its project pipeline consists of 144 reactors representing approximately 11.5 gigawatts of potential capacity. The primary obstacle now, of course, is getting those reactors built. Nuclear projects have historically suffered from long development timelines, expensive engineering work, and construction delays. But that's where AI could actually matter.
X-Energy is already using its AI platform across engineering, licensing, and operations. Project Prometheus could expand those capabilities by using AI to speed up design iterations, produce regulatory documentation, and optimize fuel fabrication. Essentially, if AI can shave meaningful time and expense from those processes, it could improve the economics of X-Energy's pipeline.
But X-Energy isn't just developing reactors. It's also building the fuel infrastructure needed to run them.
The company's TRISO-X subsidiary is constructing the TX-1 fuel fabrication facility in Oak Ridge, Tennessee, which is expected to become the first commercial U.S. facility dedicated to producing TRISO fuel for advanced reactors. Once operational, TX-1 is expected to produce enough fuel to supply as many as 11 Xe-100 reactors.
The financial picture is unusual
X-Energy isn't profitable, and you shouldn't confuse its current revenue with revenue from selling commercial reactors. Q2 revenue and grant income reached $54.6 million, up 154% year over year. But much of that growth came from engineering work and government-supported development activities related to advancing the Xe-100.
Fortunately, X-Energy has plenty of capital. By the end of June, the company reported $1.9 billion in total liquidity and no debt.
Is X-Energy stock a buy?
X-Energy has several things working in its favor, and the AI angle makes the stock particularly unique because X-Energy could benefit from AI in two ways. AI data centers are driving demand, while AI could also help X-Energy develop and deploy the reactors needed to meet it.
But there's still a huge gap between having an 11.5-gigawatt pipeline and operating 11.5 gigawatts of commercial reactors. Licensing, construction, financing, supply chain execution, and customer commitments all have to fall into place. That's why I'd view X-Energy as a high-risk nuclear growth stock rather than a conventional energy investment.
Should you buy stock in X-Energy right now?
Before you buy stock in X-Energy, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and X-Energy wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $440,710!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,335,252!*
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*Stock Advisor returns as of August 30, 2026.
Jeff Siegel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon and Nvidia. The Motley Fool has a disclosure policy.

This Newly Public Nuclear IPO Is Already Using AI to Speed Up Reactor Design. Is It a Buy?

Key Points
Oklo and X-Energy are next-generation nuclear stocks with unconventional reactor designs.
Both businesses are in their pre-commercial phase, making them speculative investments.
One company has a slight edge.
Sometimes it's good to be the hot new stock in an industry ripe for disruption. And that's exactly what Oklo (NYSE: OKLO) was when it went public in May 2024 through a SPAC (special purpose acquisition company) merger. The small modular reactor (SMR) company had a compelling plan focused on artificial intelligence (AI), support from AI guru Sam Altman, and an incoming nuclear-friendly presidential administration.
But one problem with being the hot new stock is that you eventually become the not-so-new stock, leaving room for another company to assume that role.
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That's exactly what happened in April when X-Energy (NASDAQ: XE) went public. This new SMR company has a compelling AI-focused plan, support from AI hyperscaler Amazon (NASDAQ: AMZN), and a nuclear-friendly presidential administration. Wait a minute... this sounds familiar!
So, which of these next-generation nuclear stocks looks like a better buy?
How they're different
SMR company NuScale Energy (NYSE: SMR) is developing an SMR that's essentially a smaller version of the standard water-cooled system found in almost all existing U.S. nuclear power plants. But Oklo and X-Energy's SMR designs differ from NuScale's in fundamental ways.
Oklo's Aurora Powerhouse design is based on a small-scale fast reactor cooled by liquid sodium instead of water. Because liquid sodium has a very high boiling point, the system can operate at higher temperatures and lower pressures than a water-cooled reactor, which in theory makes it more efficient. The "fast" part of the "fast reactor" maintains fission without slowing down neutrons, allowing the reactor to be fueled with spent fuel from existing reactors.
X-Energy's XE-100 SMR is a high-temperature reactor cooled by pressurized helium gas, which is then pumped into a separate water loop to heat the water into steam and power steam turbines. As an inert element, helium provides extra insurance that no radiation is transferred into the water system. If the XE-100's core temperatures rise, its design uses the inherent physics of matter expansion and neutron interaction to slow the reaction rate without human intervention, providing an additional safety measure against a meltdown.
How they're similar
Perhaps the biggest similarity between Oklo's and X-Energy's designs is that neither has been built yet. While each company has received some preliminary support from the U.S. Department of Energy (DOE) under the Trump administration, neither reactor design has been approved for commercial deployment by the U.S. Nuclear Regulatory Commission (NRC).
Oklo is currently building its first Aurora Powerhouse on the grounds of the DOE's Idaho National Laboratory. It expects to bring that reactor to criticality around Q1 2027. Meanwhile, X-Energy has partnered with the DOE and Dow Chemical (NYSE: DOW) to build the first four XE-100 reactors at a Dow facility in Texas and use them for both power generation and industrial steam production. However, the regulatory review of its application is ongoing, so construction isn't likely to begin until at least Q1 2027.
Both companies also have nuclear fuel businesses that they expect to contribute to their bottom lines. X-Energy will manufacture a type of ceramic-coated pelleted uranium fuel called TRISO, which is safer to use than standard uranium fuel, while Oklo has several fuel operations in the works, including working with surplus plutonium from government sources, recycling nuclear fuel, and creating nuclear isotopes for industrial and healthcare use.
The better buy
Because both companies are pre-commercial, their current financials tell us little about how their respective businesses will perform once they receive commercial approval from the NRC. And that's even assuming they do ultimately receive such approval, which isn't guaranteed. A critical design flaw could manifest in one or both designs, scuttling that company's ambitions and sinking its stock. Nobody, not even risk-tolerant investors, should invest money in either company that they can't afford to lose.
Even if both companies' plans proceed smoothly, investors buying in now are signing up for a long wait. That said, because Oklo appears to be a bit further along in its process, it looks like the better buy of these two highly speculative companies.
Should you buy stock in Oklo right now?
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John Bromels has positions in Amazon, Dow, and Oklo. The Motley Fool has positions in and recommends Amazon. The Motley Fool recommends NuScale Power. The Motley Fool has a disclosure policy.
Founded in 1993 in Alexandria, VA., by brothers David and Tom Gardner, The Motley Fool is a multimedia financial-services company dedicated to building the world's greatest investment community. Reaching millions of people each month through its website, books, newspaper column, radio show, television appearances, and subscription newsletter services, The Motley Fool champions shareholder values and advocates tirelessly for the individual investor. The company's name was taken from Shakespeare, whose wise fools both instructed and amused, and could speak the truth to the king -- without getting their heads lopped off.

Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

In trading on Friday, shares of Dow Inc (Symbol: DOW) crossed above their 200 day moving average of $30.85, changing hands as high as $31.20 per share. Dow Inc shares are currently trading up about 2.3% on the day. The chart below shows the one year performance of DOW shares, versus its 200 day moving average:
Looking at the chart above, DOW's low point in its 52 week range is $20.65 per share, with $42.74 as the 52 week high point — that compares with a last trade of $31.05. The DOW DMA information above was sourced from TechnicalAnalysisChannel.com
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Dow Shares Cross Above 200 DMA

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Kinsale Capital Group announced that its Board of Directors declared a cash dividend of $0.25 per share of common stock. This dividend is payable on September 14, 2026 to all stockholders of record as of the close of business on August 28, 2026.
Cisco has declared a quarterly dividend of $0.42 per common share to be paid on October 21, 2026, to all stockholders of record as of the close of business on October 2, 2026. Future dividends will be subject to Board approval.
Dow has declared a dividend of 35 cents per share, payable September 11, 2026, to shareholders of record on August 31, 2026. his marks the 460th consecutive dividend paid by the Company or its affiliates since 1912.
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